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Connect NextAgency and Webhooks by Zapier to unlock the power of automation

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How Zapier works

Zapier makes it easy to integrate NextAgency with Webhooks by Zapier - no code necessary. See how you can get setup in minutes.

Select a trigger from NextAgency

A trigger is an event that starts your Zap and runs the workflow. For example, with NextAgency, a trigger could be "Create Case."
A trigger is the event that kicks off your automated workflow.

Setup an action from Webhooks by Zapier

An action is what takes place after the automation is triggered. For example, with Webhooks by Zapier, the action could be "Custom Request."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected NextAgency to Webhooks by Zapier

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Triggers and actions are the main components of every automated workflow.

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The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your NextAgency to Webhooks by Zapier integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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Connect NextAgency and Webhooks by Zapier to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
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Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

  • NextAgency triggers, actions, and search
    Create Case

    Triggers when a new case is created.

    Trigger
    Instant
    Try It
    • Name
      Required
    • Last Name
    • Contact First Name
    • Contact Last Name
    • Email
      Required
    • Phone Number
      Required
    • Lead Source
    • Market Segment
      Required
    • Custom Fields
    Action
    Write
    • All Responses
      Required
    • Submitted At
      Required
    • Form Id
    • Form Name
      Required
    Action
    Write
    • All Responses
      Required
    • Submitted At
      Required
    • Form Id
    • Form Name
      Required
    Action
    Write

Learn how to automate Webhooks by Zapier on the Zapier blog

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About NextAgency
NextAgency is an insurance agency management software and CRM that helps producers save time, money and clients.
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    About Webhooks by Zapier
    Webhooks simply POST data (or JSON) to a specific URL every time we see something new. Webhooks can also accept data (or JSON) to kick off a workflow in Zapier.
    Learn moreHelp
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    • Zapier

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